Monthly Overview
Long-range trends, categories, and month-close review
Last updated 2026-09-12
The Monthly overview answers: “Where did the month go?” It rolls up hours by role, category, and module, with charts animating on load for at-a-glance comparison to prior months.
Calendar heatmaps show intensity per day—useful for spotting burnout clusters or idle gaps. Category breakdown tables sort by percentage of total time; export to CSV via Reports if you need finance-ready splits.
Month-close checklist many users follow:
- Filter billable vs non-billable and reconcile with contracts
- Confirm every client project has at least one log in the period
- Update goal check-ins while context is fresh
- Archive or complete stale tasks created from meetings
- Generate a Work Summary PDF report for stakeholders
Monthly view respects timezone settings on your profile, so distributed workers see boundaries aligned to their local midnight.
For multi-role operators, toggle role chips above the chart to see marketing vs dev split without running a separate spreadsheet.
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